See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,775 | $190,805-78.6% | $159,960-74.5% | $134,475-69.7% |
| Participation rate | 55.6% | 81.9%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -19.29% | 552.23%-571.5pp | 408.60%-427.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,448 | $4,995-71.0% | $4,226-65.7% | $4,740-69.4% |
| Participant deferral / active EE | $3,757 | $6,923-45.7% | $6,182-39.2% | $6,400-41.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |